by reinforcing the client's choice of the firm or the employee's understanding of the firm's market position or culture), the primary purpose of advertising is to inform a prospective client of the firm's identity and its services, that is, to position the firm as a top choice.

If the prospective client is changing CPA firms, request permission to contact the predecessor firm to investigate issues such as the client's consideration of advice provided, integrity, ethics, reasonableness of expectations, experience and qualifications of the staff, and business policies and procedures including cooperation, timing of the engagement, and whether the client pays bills on time.

Well, in the context of life insurance, the Insurance Department has opined that if a prospective client of a licensee selects the charity that would confer an intangible benefit to the prospective client, and acts as an inducement to place insurance through the agent or broker.

A lawyer may not use or reveal information learned in consultation with a prospective client, and may not represent a client with interests materially adverse to the prospective client in the same or substantially related matter if the prospective client disclosed information that could be significantly harmful to her in the matter.

54: Confidential Information Defined, Exception "Confidential information" includes all information obtained by a licensee, in their professional capacity, concerning a client or a prospective client, except that it does not include information obtained from a prospective client who does not subsequently become a client, where all of the following conditions are met:

Birch said the same applies to your Web site, which must make it easy for a prospective client to "buy" what you're selling, whether that means actually purchasing a product or service online or connecting with the ideas and strategies you present.

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